QLYSQualys, Inc.
Qualys, a leader in cloud-based IT security and compliance, is set to unveil its AI Roadmap and Security Conference on October 15, 2026 — a major event that could reshape its strategic direction and investor sentiment. The conference will spotlight Qualys’ latest advancements in AI-driven security tools, including its groundbreaking AI agent for safe exploit validation and autonomous remediation. This event, which promises to showcase the company’s evolving capabilities in the AI security space, is a key moment for investors looking to gauge the firm’s innovation trajectory.
The schedule
- Thu15Oct
Annual security conference and product day where Qualys is expected to showcase its AI roadmap, cloud security enhancements, and platform consolidation strategy; from a post-earnings base of $118.00, investors will reassess whether the product cycle can reaccelerate growth.
- Fri15Jan
Qualys’s early-2027 commentary on finalized IT security budgets and vendor consolidation trends, including feedback from large enterprise customers and partners; from a base of $110.00, investors will gauge whether Qualys is winning or losing share in consolidated security stacks.
- Tue2Feb
Q3 2026 earnings with updated subscription metrics and early read-through from the fall selling season; at a recovered base of $138.00, the market will test whether Qualys’s AI and platform initiatives are translating into sustained double-digit growth.
- Tue4May
Q4 2026 earnings and initial FY27 guidance, a key checkpoint for Qualys’s medium-term growth algorithm; from a more conservative base of $92.00, the market will reassess growth, margins, and capital allocation after a full year of AI and platform investments.
- Tue3Aug
Q1 2027 earnings, providing the first read on execution against FY27 guidance; from a compressed base of $78.00, the market will decide whether Qualys’s long-term thesis remains intact or if it is settling into a slower-growth, value-like profile.
Past
- Tue4Aug
Actual outcome: Bull · $187.25 at outcome
Qualys delivered a strong second quarter, posting 11% revenue growth and beating adjusted earnings estimates with $1.98 per share. The stock rallied significantly as management raised its full-year revenue and earnings guidance, driven by a 22% jump in channel revenues, improved net dollar expansion to 105%, and robust profitability featuring 46% adjusted EBITDA margins.
Q2 2026 earnings with updated cloud security and VM growth metrics; at $148.12 near the 52-week high and with an overbought RSI, the setup is asymmetric around whether Qualys can sustain ~10%+ growth and defend margins against AI-driven and bundled security competitors.
- Tue4Aug
Actual outcome: Bull · $181.78 at outcome
Qualys reported Q2 2026 earnings of $1.98/share (beat $1.78 estimate) with 11% YoY revenue growth. Management raised full-year revenue guidance to $732M-$738M, citing strong channel growth and enterprise adoption of its AI-driven security platforms. The results drove a 32% price surge despite a rating downgrade. [Market retrospective · Short-Term (6–10 days)] Missed anticipation: +32.0% from 2026-06-17 to 2026-08-06 (~3.4σ vs typical 10d vol). Target evaluation date 2026-08-11 (not yet reached as of 2026-08-06). Confidence 95%.
Qualys reported Q2 2026 earnings of $1.98/share (beat $1.78 estimate) with 11% YoY revenue growth. Management raised full-year revenue guidance to $732M-$738M, citing strong channel growth and enterprise adoption of its AI-driven security platforms. The results drove a 32% price surge despite a rating downgrade. [Market retrospective · Short-Term (6–10 days)] Missed anticipation: +32.0% from 2026-06-17 to 2026-08-06 (~3.4σ vs typical 10d vol). Target evaluation date 2026-08-11 (not yet reached as of 2026-08-06). Confidence 95%.
- Thu5Feb
Actual outcome: Bear · $110.28 at outcome
Qualys reported a Q4 EPS beat ($1.87 vs $1.78) and 10% YoY revenue growth; however, the stock collapsed well below the bear floor. The severe multiple contraction was driven by negative structural sentiment regarding AI disruption in the SaaS sector ('SaaSmageddon') and significant insider selling by the CFO, which signaled internal lack of confidence and overshadowed the modest financial beat.
Qualys reported a Q4 EPS beat ($1.87 vs $1.78) and 10% YoY revenue growth; however, the stock collapsed well below the bear floor. The severe multiple contraction was driven by negative structural sentiment regarding AI disruption in the SaaS sector ('SaaSmageddon') and significant insider selling by the CFO, which signaled internal lack of confidence and overshadowed the modest financial beat.